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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $25,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,590 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,016 | $85,135+109.1% | $98,920+80.0% | $73,412+142.5% |
| Participation rate | 94.8% | 81.1%+13.6pp | 76.0%+18.8pp | 72.2%+22.6pp |
| Annual return | 14.43% | 19.14%-4.7pp | 196.47%-182.0pp | 59.30%-44.9pp |
| Employer contribution / active EE | $2,880 | $2,721+5.9% | $2,689+7.1% | $2,234+29.0% |
| Participant deferral / active EE | $6,917 | $4,349+59.0% | $4,245+62.9% | $3,806+81.8% |
| Admin fee / account holder | $71 | $139-49.0% | $6,643-98.9% | $158-55.1% |